This article has moved to our new Syncro Documentation Center. This article was quite large, and has been split into smaller sections. The linked articles are categorized below:
- Create a Customer
- Customer Fields Reference
- About the Customer Details Page
- Archiving Customers
- Customer Quick Access
- Create Custom Fields for Customers
- Work with Portal Users & Permission Groups
- Work with Masked Credentials
- Store Credit
- Configure Tax Rates
- Manage Payment Terms
Alternatively, you may navigate to docs.syncromsp.com and use the search bar to find the article that way.